CLCF8
LanguageENG
PublishYear2016
publishCompany
Wiley
EISBN
9781119133841
PISBN
9781119131588
- Product Details
- Contents
An old adage cautions against putting all of your eggs in a single basket. Yet many investors maintain a significant portion of their wealth in one stock, as a result of executive compensationpackages, stock inheritances, IPOs, or corporate buyouts, leavingtheir portfolio in a dangerous position.Tim kochis, a recognized leader in financial planning, has compiled more than fifteen strategies for managing concentrated stockwealth.?managing concentrated stock wealth, second edition explores the key barriers to addressing concentration risk--securities law, taxes, psychological resistance--that clients and their advisers must overcome to successfully manage concentrated stock wealth.This updated book fills a void in the adviser's arsenal and lays out the options available to clients. Using examples drawn from decades of work, tim kochis shows not only what can be done, but also what actually works--and even how concentration can present uniqueopportunities for preserving and growing wealth.
Collected by
- Princeton University
- University College London
- Yale University
- UCB
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